Last updated: 13:52 / Tuesday, 5 May 2015
To Be Held in Chicago

Morningstar 27th Annual Investment Conference for Financial Advisors

From 24-Jun-2015
| Convening completed
McCormick Place Convention Center in Chicago
Morningstar 27th Annual Investment Conference for Financial Advisors

Morningstar is hosting its 27th annual investment conference for financial advisors Wednesday, June 24 through Friday, June 26, at McCormick Place Convention Center in Chicago.

This year's keynote speakers are Jeremy Grantham, co-founder and chief investment strategist, GMO LLC, who will open the conference on June 24; David Kelly, Ph.D., CFA, chief global strategist, J.P. Morgan Funds, will address attendees during the June 25 opening general session; Sallie Krawcheck, chair, Ellevate Network, the luncheon keynote speaker on June 25; and Douglas Hodge, chief executive officer and managing director, and Daniel Ivascyn, group chief investment officer and managing director, PIMCO, who will deliver the closing keynote presentation on June 26.

The three days of dialogue about the topics most relevant to advisors and their clients organized by the independent investment research provider, this year will explore –in words of Jon Hale, CFA, Ph.D., director of North American manager research for Morningstar- the active-passive debate, robo-advisors, the search for yield among fixed-income investments, the fast-growing liquid alternatives sphere, and more.” It also will have a series of preconference sessions focused on women and investing, technology and the advisor, and an in-depth look at the work of our global manager research team.  

For more information and registration please use this link